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Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.
What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.
The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.
A consequence of COVID-19 reductions is potential partial plan termination. Learn the requirements of a partial plan termination.
The responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee.
Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.
In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.
IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.
In this issue, we discuss financial wellness and the benefits to your workforce.
Many limitations, including the 401(k) elective deferral limit for employee contributions, remain unchanged from 2020 levels.
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or